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Clifford Harland Wildes

CONCORDIUS CAPITAL ADVISORS·ST PETERSBURG, Florida
Unclaimed Profile
9500 KOGER BLVD, ST PETERSBURG, FL 33702CRD# 5754980Firm CRD# 142852
01

About

Clifford Harland Wildes is a registered financial advisor based in ST PETERSBURG, Florida, affiliated with CONCORDIUS CAPITAL ADVISORS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
CONCORDIUS CAPITAL ADVISORS, LLC
CONCORDIUS CAPITAL ADVISORS
AUM
$32M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at CONCORDIUS CAPITAL ADVISORS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5754980
Firm CRD# 142852
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Clifford Harland Wildes offer?
Clifford Harland Wildes specializes in Investment Management, Wealth Management. Contact their office in ST PETERSBURG, Florida for a consultation.
What are Clifford Harland Wildes's credentials?
Clifford Harland Wildes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Clifford Harland Wildes located?
Clifford Harland Wildes is based in ST PETERSBURG, Florida, working with CONCORDIUS CAPITAL ADVISORS. Their office serves clients in the ST PETERSBURG metropolitan area and surrounding communities.
How does Clifford Harland Wildes charge for services?
Clifford Harland Wildes's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONCORDIUS CAPITAL ADVISORS?
CONCORDIUS CAPITAL ADVISORS has approximately 7 employees and manages $32M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CONCORDIUS CAPITAL ADVISORS

Francis Patrick Davis
ORLANDO, FL
Rhett Phillip Plotner
ORLANDO, FL
Stephen Robert Newhouse
ORLANDO, FL
Mark Ridgway Keramidas
ST PETERSBURG, FL
William Floyd Grundy
BOCA RATON, FL
James Mitchell Galiano
ORLANDO, FL

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